+49.6%
OVV vs RRC
+57.4%
-7.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.8% | -3.0% | -1.3% |
| 7D | -7.3% | -5.2% | -2.1% | -4.0% |
| 30D | -3.6% | +25.2% | -28.8% | -18.8% |
| 3M | -2.6% | +27.4% | -30.0% | -19.1% |
| 6M | +7.6% | +27.0% | -19.4% | -10.4% |
| YTD | +59.6% | +46.3% | +13.3% | +20.2% |
| 1Y | +62.2% | +37.1% | +25.1% | +27.7% |
| 3Y | +49.6% | +60.2% | -10.6% | +2.8% |
| All | +49.6% | +57.4% | -7.8% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RRC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling